MOAT icon

VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

704 hedge funds and large institutions have $9.1B invested in VanEck Morningstar Wide Moat ETF in 2024 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 294 increasing their positions, 217 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
704
Holders Change
+36
Holders Change %
+5.39%
% of All Funds
9.37%
Holding in Top 10
102
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.92%
% of All Funds
1.36%
New
93
Increased
294
Reduced
217
Closed
44
Calls
$2.55M
Puts
$668K
Net Calls
+$1.88M
Net Calls Change
-$445K

Top Buyers

1
MFIM
Mesirow Financial Investment Management
Illinois
$325M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$63.1M
3
Morgan Stanley
Morgan Stanley
New York
$819M
4
B
Barings
North Carolina
$24.2M
5
AAS
Avantax Advisory Services
Texas
$80.7M

Top Sellers

1
LPL Financial
LPL Financial
California
$676M
2
MIS
Morningstar Investment Services
Illinois
$9.5M
3
AllianceBernstein
AllianceBernstein
Tennessee
$0
4
OCBCO
Oversea-Chinese Banking Corp (OCBC)
Singapore
$13.4M
5
Two Sigma Investments
Two Sigma Investments
New York
$2.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPBG
576
Turning Point Benefit Group
Maryland
$219K +$219K +2,379 New
PWG
577
Portside Wealth Group
Utah
$219K – – –
PCMC
578
Private Capital Management (Colorado)
Colorado
$219K -$4.64K -50 -2%
Financial Engines Advisors
579
Financial Engines Advisors
California
$218K +$218K +2,356 New
MFG
580
Mosaic Financial Group
Illinois
$215K +$2.88K +31 +1%
RFC
581
Regions Financial Corp
Alabama
$214K – – –
IA
582
IFG Advisory
Georgia
$213K +$213K +2,301 New
MCP
583
Mirador Capital Partners
California
$212K -$79K -852 -27%
Nomura Asset Management
584
Nomura Asset Management
Japan
$211K – – –
CANC
585
Culbertson A N & Co
Virginia
$210K +$210K +2,269 New
ECA
586
Elevated Capital Advisors
Utah
$209K -$409K -4,416 -66%
TYCC
587
Texas Yale Capital Corp
Florida
$209K – – –
QCM
588
QRG Capital Management
Illinois
$208K +$208K +2,247 New
RMDI
589
R.M. Davis Inc
Maine
$208K +$208K +2,243 New
KFI
590
Key Financial Inc
Pennsylvania
$208K – – –
SCM
591
Saxony Capital Management
Missouri
$208K +$14.2K +153 +7%
MA
592
MONECO Advisors
Connecticut
$207K +$1.58K +17 +0.8%
TNB
593
Thomasville National Bank
Georgia
$207K – – –
TFP
594
Traction Financial Partners
Wyoming
$206K – – –
CA
595
Calton & Associates
Florida
$206K -$481K -5,188 -70%
BW
596
BIP Wealth
Georgia
$205K – – –
AWM
597
Avaii Wealth Management
Wisconsin
$202K -$22.3K -241 -10%
PCA
598
Prosperity Capital Advisors
Ohio
$202K +$202K +2,180 New
HCM
599
Hall Capital Management
Rhode Island
$201K +$201K +2,172 New
BlackRock
600
BlackRock
New York
$200K +$84.4K +910 +73%
22 23
24
25 26